VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,353,886 shares; 2024Q4: 1,399,161 shares; 2025Q1: 1,421,489 shares; 2025Q2: 1,435,331 shares; 2025Q3: 1,212,864 shares; 2025Q4: 1,180,537 shares 1,180,537 $740M 49.4% -32,327 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,294,255 shares; 2024Q4: 1,922,275 shares; 2025Q1: 4,086,103 shares; 2025Q2: 4,144,223 shares; 2025Q3: 3,303,778 shares; 2025Q4: 2,842,794 shares 2,842,794 $214M 14.31% -460,984 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,923,500 shares; 2025Q4: 1,923,500 shares 1,923,500 $90.6M 6.04% 0 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 852,890 shares; 2024Q4: 835,890 shares; 2025Q1: 288,640 shares; 2025Q2: 459,590 shares; 2025Q3: 360,390 shares; 2025Q4: 218,340 shares 218,340 $90.1M 6.01% -142,050 Timeline VOTE TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 510,784 shares; 2024Q4: 765,439 shares; 2025Q1: 861,919 shares; 2025Q2: 1,054,544 shares; 2025Q3: 729,569 shares; 2025Q4: 801,039 shares 801,039 $64.3M 4.29% +71,470 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 605 shares; 2024Q4: 266,155 shares; 2025Q1: not reported; 2025Q2: 759 shares; 2025Q3: 224,142 shares; 2025Q4: 248,840 shares 248,840 $61.3M 4.09% +24,698 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 795,500 shares 795,500 $56.8M 3.79% new Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,425,000 shares; 2024Q4: 1,425,000 shares; 2025Q1: 1,606,000 shares; 2025Q2: 1,606,000 shares; 2025Q3: 1,100,900 shares; 2025Q4: 712,400 shares 712,400 $54M 3.61% -388,500 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,138,000 shares; 2024Q4: not reported; 2025Q1: 358,000 shares; 2025Q2: not reported; 2025Q3: 373,000 shares; 2025Q4: 373,000 shares 373,000 $30.1M 2.01% 0 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 441,396 shares; 2024Q4: 449,341 shares; 2025Q1: 373,446 shares; 2025Q2: 232,599 shares; 2025Q3: 90,192 shares; 2025Q4: 172,875 shares 172,875 $20.9M 1.4% +82,683 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,800 shares; 2024Q4: 11,800 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 259,500 shares 259,500 $17.4M 1.16% new Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,265 shares; 2024Q4: 100,830 shares; 2025Q1: 228,410 shares; 2025Q2: 302,740 shares; 2025Q3: 94,830 shares; 2025Q4: 168,280 shares 168,280 $12.1M 0.8% +73,450 Timeline KNF KNIFE RIVER CORP More: the full row for KNIFE RIVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,853 shares; 2024Q4: 106,853 shares; 2025Q1: 106,853 shares; 2025Q2: 106,853 shares; 2025Q3: 106,853 shares; 2025Q4: 101,510 shares 101,510 $7.14M 0.48% -5,343 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,465 shares; 2024Q4: 27,440 shares; 2025Q1: 21,990 shares; 2025Q2: 22,219 shares; 2025Q3: 13,887 shares; 2025Q4: 13,844 shares 13,844 $6.75M 0.45% -43 Timeline ECG EVERUS CONSTR GROUP More: the full row for EVERUS CONSTR GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 64,581 shares; 2025Q2: 64,581 shares; 2025Q3: 64,581 shares; 2025Q4: 64,581 shares 64,581 $5.53M 0.37% 0 Timeline MDU MDU RES GROUP INC More: the full row for MDU RES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 258,331 shares; 2024Q4: 258,331 shares; 2025Q1: 258,331 shares; 2025Q2: 258,331 shares; 2025Q3: 258,331 shares; 2025Q4: 245,414 shares 245,414 $4.79M 0.32% -12,917 Timeline DFSI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 72,060 shares; 2025Q4: 106,160 shares 106,160 $4.55M 0.3% +34,100 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,544 shares; 2024Q4: 37,628 shares; 2025Q1: 23,998 shares; 2025Q2: 25,087 shares; 2025Q3: 59,115 shares; 2025Q4: 77,885 shares 77,885 $4.19M 0.28% +18,770 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 372,827 shares; 2024Q4: 171,292 shares; 2025Q1: 132,005 shares; 2025Q2: 30,480 shares; 2025Q3: 18,360 shares; 2025Q4: 18,360 shares 18,360 $3.51M 0.23% 0 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,300 shares; 2024Q4: 15,155 shares; 2025Q1: 15,155 shares; 2025Q2: 15,155 shares; 2025Q3: 17,410 shares; 2025Q4: 30,610 shares 30,610 $3.49M 0.23% +13,200 Timeline VTG VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 45,325 shares 45,325 $3.45M 0.23% new Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,450 shares; 2024Q4: 15,185 shares; 2025Q1: 14,815 shares; 2025Q2: 14,225 shares; 2025Q3: 14,443 shares; 2025Q4: 14,108 shares 14,108 $2M 0.13% -335 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,126 shares; 2025Q2: 3,126 shares; 2025Q3: 3,126 shares; 2025Q4: 3,126 shares 3,126 $449K 0.03% 0 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,010 shares; 2024Q4: 3,200 shares; 2025Q1: 3,200 shares; 2025Q2: 3,200 shares; 2025Q3: 3,200 shares; 2025Q4: 3,200 shares 3,200 $305K 0.02% 0 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 216,955 shares; 2024Q4: 216,940 shares; 2025Q1: 4,940 shares; 2025Q2: 9,880 shares; 2025Q3: 4,940 shares; 2025Q4: 4,940 shares 4,940 $195K 0.01% 0 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 875 shares; 2024Q4: 875 shares; 2025Q1: 925 shares; 2025Q2: 1,180 shares; 2025Q3: 925 shares; 2025Q4: 925 shares 925 $83.6K 0.01% 0 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 400 shares; 2025Q3: 200 shares; 2025Q4: 200 shares 200 $6.19K <0.01% 0 Timeline